ETF Versus

IWM vs SCHB

iShares Russell 2000 ETF vs Schwab U.S. Broad Market ETF

Last updated: 2026-04-02

IWM

iShares Russell 2000 ETF (IWM) is an exchange-traded fund that provides exposure to small-cap U.S. equities with higher growth potential and volatility. Launched in 2000, the fund has a 26-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2000-05-26
SCHB

Schwab U.S. Broad Market ETF (SCHB) is an exchange-traded fund that provides exposure to the total U.S. stock market across all capitalizations. Launched in 2009, the fund has a 17-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2009-11-03

Quick Verdict

Over the past year, IWM has significantly outperformed with a 23.1% return vs 16.3%.

Key Metrics

Metric IWM SCHB
Expense Ratio N/A N/A
Dividend Yield N/A N/A
Fund Family N/A N/A
Category US Small Cap US Total Market

Performance Chart

Indexed to 100 at start (5-year comparison)

70 89 108 127 146 165 2021-04 2022-06 2023-09 2024-12 2026-04
IWM +10.9%
SCHB +53.3%

Performance Comparison

Period IWM SCHB Difference
1 Month -3.73% -3.62% -0.11%
3 Months +0.31% -3.84% +4.15%
6 Months +1.11% -2.43% +3.54%
YTD +0.31% -3.84% +4.15%
1 Year +23.14% +16.27% +6.87%
3 Years +39.83% +58.12% -18.29%
5 Years +10.93% +53.27% -42.34%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period IWM Fees SCHB Fees You Save
$10,000 10 years $0 $0 $0
$10,000 20 years $0 $0 $0
$10,000 30 years $0 $0 $0
$50,000 10 years $0 $0 $0
$50,000 30 years $0 $0 $0
$100,000 30 years $0 $0 $0

Risk Metrics

Based on 5 years of daily returns

Metric IWM SCHB
Annualized Volatility 22.6% 17.3%
Max Drawdown -33.1% -26.2%
Sharpe Ratio 0.01 0.32

Dividend Comparison

Metric IWM SCHB
Annual Dividend (per share) $2.54 $0.30
Dividend Yield 1.02% 1.17%
Distribution Frequency Quarterly Quarterly

Which One Should You Choose?

Choose IWM if...

recent performance momentum matters to your strategy. Note that past performance doesn't guarantee future results.

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